XOM Ticker Curator

Cana Woodford in Oklahoma declined by 3 rigs to 21, while Granite Wash gained 2 to 16 and Arkoma Woodford fell to 1. Permian Basin stayed steady at...

ExxonMobil positioned LNG as essential for global demand at the LNG2026 conference in Doha, led by CEO Darren Woods.

• Investment push: Urges...

XOM's Permian/LNG lens on weak U.S. response to global dynamics:

• Futures up 2% to $2.708/MMBtu from 17-month low
• Permian Waha Hub negative for...

Key impacts on XOM from ME tensions:

• Global production down 6% in Q1, alongside Chevron, due to Strait of Hormuz shutdowns.
• Price spikes cause...

ExxonMobil lost 6% of its global production in Q1 2026, a key hit amid oil & gas volatility.

Key angles on XOM tailwinds from Middle East chaos:

• OPEC production crashes 7.9 million bpd in March due to US-Israeli strikes on Iran and...

Aggressive Expansion Plans:

• Up to $24B across Bosi ($15-16B, new FPSO) and Owowo ($7-8B, 1B barrels) fields, plus Erha upgrades and PSC to 2042.
  -...

Three bullish angles converge for XOM near $153:

• Oil-fueled earnings: Q1 upstream jumps $1.9-2.3B on WTI surge to $91.38 March avg, gas +$200-600M
  -...

Key governance shifts ahead of May 27 AGM tilt power from shareholders to board:

• Retail Voting Program: 100k+ enrollees (3% shares) auto-vote board...

Production powerhouse: Stabroek hits 650k bpd (+58% YoY), eyeing 1.3M bpd with Errea Wittu (2026), Whiptail (2027), Hammerhead (2028).

Cost recovery...

• Earnings season heats up with Deutsche Bank projecting 19% Q1 growth.
• Energy sector highlighted amid Strait of Hormuz tensions and oil prices as global focus.
• Investors eyeing what Exxon (early May) and Chevron have to say on volatility.

Hormuz Tensions Surge Oil Prices

• 🔥 Trump Orders Naval Blockade: President Trump ordered a naval blockade of the Strait of Hormuz after failed...

• Woodside Louisiana LNG: Projected 9.5M tons GHG/year, topping all US LNG terminals and proposals.
• Sabine Pass benchmark: Already Louisiana's top...

• Oil spikes above $100 as Trump orders naval blockade of Strait of Hormuz after failed U.S.-Iran talks.
• Energy rotation underway: XOM flagged...

• Oil plunged over 13% with ceasefire news, forming a bear flag for further downside next week.
• Natural gas weakened, signaling more downside...

Key XOM update:

• UBS increased its price target for Exxon Mobil, showing optimistic outlook on valuation and growth.
• Fits improving energy sector...

Key tensions for XOM investors as Guyana targets >1M bpd by 2026 end:

• Upside: Low-cost, large-scale assets boost cash flow resilience amid...

Hormuz tensions spike oil outlook for XOM:

• Trump's Navy blockade threat would push oil prices higher, supporting Exxon Mobil (XOM) shares via...

Shell in early talks to acquire BP for ~$80B, aiming to boost competition with Exxon Mobil and Chevron amid tariffs and global conflicts.

• Largest...

Geopolitical swings hit XOM hard:

• Trump's Hormuz blockade drives Brent to $96, WTI $97, rerouting tankers to U.S. Gulf for higher XOM export...